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Add Product Tour to Kibana #18787

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alexfrancoeur opened this issue May 3, 2018 · 4 comments
Closed
2 tasks

Add Product Tour to Kibana #18787

alexfrancoeur opened this issue May 3, 2018 · 4 comments
Labels
enhancement New value added to drive a business result stale Used to mark issues that were closed for being stale Team:Core Core services & architecture: plugins, logging, config, saved objects, http, ES client, i18n, etc Team:Platform-Design Team Label for Kibana Design Team. Support the Analyze group of plugins.

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@alexfrancoeur
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alexfrancoeur commented May 3, 2018

In Kibana, we'd like to improve the getting started experience even further. After a few conversations internally, we believe that providing sample data combined with a very basic tour of Kibana will give us just that. A few very early mockups of that tour can be found in @snide's mocks and screenshots below.

screen shot 2018-03-22 at 3 04 12 pm

screen shot 2018-05-03 at 17 27 39 pm

Tour

  • In it's first iteration, the tour will be route specific and deep link to specific URL's within Kibana
  • We will offer the option to add sample data and view the tour or dismiss it entirely. Once the tour component matures to feature specific tours, we will include more detailed / app specific tours
  • In order to take the tour, we may require sample data today. In which case we'd provide you with a preview of exactly what you'd be ingesting and dashboards / visualizations you'd be setting up
  • This view will only be shown if there is absolutely no data in the elasticsearch cluster (outside of internal indices)

To do

  • Define what aspects of Kibana should be in the tour and the story we want to tell
  • Finalize designs
@alexfrancoeur alexfrancoeur added the enhancement New value added to drive a business result label May 3, 2018
@alexfrancoeur alexfrancoeur added Team:Platform-Design Team Label for Kibana Design Team. Support the Analyze group of plugins. Team:Core Core services & architecture: plugins, logging, config, saved objects, http, ES client, i18n, etc labels Jun 7, 2018
@AlonaNadler
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The Kibana tour, though really important to help our users get started, always falls due to other higher priorities. I would like to suggest an alternative which might be easier to implement using images rather then an interactive tour. I saw it in another product and it was effective and helpful.

On the Kibana homepage, we can add another section for a tour

image

This will redirect the users to a new page where we can have multiple mini-tours for different areas of the product and our solutions
image

The tour itself is scrolling multiple images with a focus on specific areas of the page and providing context to what can be done
image

image

The mocks were done by me and @elastic/kibana-design will probably do a much better job.
I think it can be relatively quick win, using images and ability to focus on speicifc areas of the product users will be able to learn visually what can be done.

@timroes @stacey-gammon

@snide
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snide commented Sep 20, 2018

If we want to go in this direction, just make it video. It's actually EASIER to make nice video then it is create slideshows.

@AlonaNadler
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We have multiple videos and webinars for Kibana, the reason I prefer these slides is that customer can quickly scan them which is more difficult to do with videos
The other benefit is that I assume we wouldn't want to ship Kibana with the videos and probably provide a link, customers without an internet connection will not be able to watch it within the product. The slides can be lighter so I assume shipping them within Kibana will be easier

@snide
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snide commented Sep 24, 2018

Our videos and webinars are usually upwards of 15 minutes long and not very produced (but instead long form straight timeline streams). I'm talking about 2 minute, edited videos that cover a specific topic.

Jump into rollups without having one? Pop a toast, "Learn about rollups".... watch someone actually create one and what they are useful for in 2 minutes.

Check the guided tutorials list here for a recent good example of a product doing this (all of these pop up in product as well). I'm happy to make an example one of these for Kibana.

Most of Kibana is extremely complicated and requires various steps and wizards. I don't think it's something that can be easily shown in 3-5 slides (which would be the target) as any more would be too many interactions for the user.

@joshdover joshdover added the stale Used to mark issues that were closed for being stale label Jan 14, 2021
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Labels
enhancement New value added to drive a business result stale Used to mark issues that were closed for being stale Team:Core Core services & architecture: plugins, logging, config, saved objects, http, ES client, i18n, etc Team:Platform-Design Team Label for Kibana Design Team. Support the Analyze group of plugins.
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